Tulsa Wealth Advisors, INC
Top Portfolio Positions
98 positions ·
$239,811,520 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
47,032 | $14,556,874 | 6.07% | |
| AAPL |
Apple Inc.
Technology
|
53,699 | $13,628,269 | 5.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
20,312 | $13,209,706 | 5.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
43,051 | $12,663,882 | 5.28% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
92,325 | $11,474,151 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
30,624 | $11,336,086 | 4.73% | |
| ETN |
Eaton Corp plc
Industrials
|
25,578 | $9,148,483 | 3.81% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
20,902 | $9,070,840 | 3.78% | |
| MPC |
Marathon Petroleum Corp
Energy
|
34,166 | $8,342,653 | 3.48% | |
| ADI |
Analog Devices Inc
Technology
|
19,345 | $6,154,418 | 2.57% |
Portfolio Trend
2 quarters · across all stocks
Holdings in QQQX
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,236 | 15,007 | Shares | Sole | 2026-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||